Whether you are preparing to do your own stock market investing or want to make sure your financial advisor is giving you good advice, this class is designed to help you answer common financial questions.
DurationWhether you are preparing to do your own stock market investing or want to make sure your financial advisor is giving you good advice, this class is designed to help you answer common financial questions. Learn what to look for in a good stock, bond or mutual fund and how to recognize and develop a good investment allocation in your portfolio.
Course Outline:
Class topics include:
Asset allocation
Reducing debt
Detecting expenses on mutual funds
Mutual funds vs private portfolio management
Pros and cons of self-investing
Commission broker vs fee-based financial advisor
Finding long-term stock investments
SMU Continuing and Professional Education (CAPE) has offered noncredit learning experiences for the DFW community and beyond since 1953. SMU CAPE programs provide accessible and meaningful learning experiences in today’s hottest topics.
Choose from more than 14 professional certificates and boot camps in technology, communications, marketing, design, law and finance. Join us for interactive and on-demand short courses to impact your career or inspire creativity.
A comprehensive overview of investment processes and how investing fits into one’s personal financial planning.
One on one interactive trading sessions
Learn the fundamentals of stocks and bonds in this course. We'll cover the basics of stock prices and valuations, financial statements, and bonds using real-world examples from publicly traded companies.
This module provides an overview of the investment advisory business and also examines the process by which a person can become licensed as an investment adviser representative (IAR).
The SIE (Securities Industry Essentials) Exam is a FINRA sponsored exam that is a prerequisite to working within the financial services industry and launching your Financial Services career.
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